Netwoven Tech-talk

Category Archives: Digital Marketing & CRM

Setup instant alerts like text messages & push notifications on your phone with Microsoft Flow

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Date : September 13, 2016

Daily your outlook may be flooded with lots of email and in that you might forgot to respond to your boss email. Now you can setup instant alerts like text messages/push notifications on your phone with Microsoft Flow when an important person sends out an email. This blog explains how to setup text messages on your phone and also to how setup push notifications using Flow. Continue Reading…

Getting SharePoint Designer to work with Office 365

Date : June 13, 2016

Overview:

SharePoint Designer is a very useful tool provided by Microsoft for customizing SharePoint based solutions and workflows. However, Microsoft has announced that it has stopped development of future releases of SharePoint Designer. This means that the current version of SharePoint Designer – SharePoint Designer 2013 will be the last version although Microsoft has said that they will support this version till 2020. This makes it critical that we make this version of SharePoint work with the current and future versions of SharePoint unless Microsoft releases another tool to do that. Continue Reading…

TRID Compliance for Mortgage Industry and its Repercussions

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Date : September 16, 2015

The (TRID Compliance) TILA-RESPA Integrated Disclosure rule consolidates four existing disclosures required under TILA and RESPA for closed-end credit transactions secured by real property into two forms: a Loan Estimate that must be delivered or placed in the mail no later than the third business day after receiving the consumer’s application, and a Closing Disclosure that must be provided to the consumer at least three business days prior to consummation (TILA-RESPA Integrated Disclosure rule). Continue Reading…

6 awesome new features in CRM2015

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Date : August 11, 2015

The Microsoft Dynamics CRM 2015 release has wide range of awesome new features which provides seamless experiences to the clients and better management of sales and lead. It’s difficult to pick the favourites from the great additions. I picked up 6 awesome new features in CRM2015 which I thought are really useful. Continue Reading…

Notes from Microsoft Convergence 2015

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Date : March 23, 2015

I just returned from Convergence and while it was fresh in my mind, I decided to write a blog post on the event.  For some of you, who may not know Convergence, it is the Microsoft annual event for its business products – Dynamics CRM, GP, AX, NAV and SL.  My focus in the event was primarily on Dynamics CRM, Dynamics Service and parature, Dynamics Marketing, and Power BI.

Continue Reading…

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Date : March 4, 2015

Overview

You are using Microsoft Dynamics CRM. In this blog I will discuss about how you can add Client Side Scripting using JavaScript for the purpose of programming your Dynamic CRM.  You can use such client side scripting to implement your custom field validation.  For example, you want to validate mobile # to check whether it is 10 digit numbers. In this case instead of setting rule which is a server side validation where a server trip is required for the process to validate, you can use a pure client side scripting. Continue Reading…

Microsoft and Salesforce – Part 4

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Date : December 10, 2014

Linking a site collection or site in Office 365 SharePoint to an opportunity in Salesforce Sales Cloud

Overview

Salesforce and other CRM systems are great systems for managing data related to sales pipeline. However, they fall short when collaboration needs to occur between various parts of the organization. Often, only sales people have access to Salesforce or other CRM systems but broader group has to work on a lead or opportunity.

We get asked by clients often about how best to improve collaboration without adding additional licensing costs.

Continue Reading…

Microsoft and Salesforce – Part 3

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Date : October 20, 2014

Dreamforce 2014 Announcement – Analytics Cloud from Salesforce.com

I continue my series on Microsoft and Salesforce Collaboration. In this article, I will be discussing about a latest analytical offering from Salesforce. If you would like to read my previous posts on the Microsoft and Salesforce collaboration, you can go to the following links:

What is Analytics Cloud and Wave?

Analytics cloud is the latest offering from Salesforce announced last week as their analytical platform. It is based on a company that Salesforce bought about 2 years ago. Salesforce also hired a former co-founder of Business Objects to lead the development of this platform.

Wave is the platform on which the analytics cloud is built. Continue Reading…